On February 24, I reiterated my recommendation to own utility stocks as a safe way to play soaring AI power demand. This week, the market enthusiastically agreed with the call.
Mass AI-driven layoffs are accelerating across corporate America. Here is how the next wave of job cuts could trigger a dangerous doom loop for the U.S. economy and stock market.
In January, National Defense magazine reported that global defense spending is on pace to reach a colossal $2.6 trillion in 2026. This total would represent an 8.1% increase over 2025.
Track Warren Buffett’s portfolio with the latest Berkshire Hathaway buys and sells. See top holdings, new positions, stock trims, and total cash levels as of Q4 2025.